淡江大學機構典藏:Item 987654321/110839
English  |  正體中文  |  简体中文  |  全文笔数/总笔数 : 64178/96951 (66%)
造访人次 : 9761643      在线人数 : 19241
RC Version 7.0 © Powered By DSPACE, MIT. Enhanced by NTU Library & TKU Library IR team.
搜寻范围 查询小技巧：
  • 您可在西文检索词汇前后加上"双引号"，以获取较精准的检索结果
  • 若欲以作者姓名搜寻，建议至进阶搜寻限定作者字段，可获得较完整数据
    •  进阶搜寻


    jsp.display-item.identifier=請使用永久網址來引用或連結此文件: https://tkuir.lib.tku.edu.tw/dspace/handle/987654321/110839


    题名: 全權委託型投資型保險之探討
    其它题名: The analysis of discretionary investment-oriented policy
    作者: 翁媺涵;Weng, Mei-Han
    贡献者: 淡江大學保險學系保險經營碩士班
    郝充仁;Hao, Chung-Jen
    关键词: 全權委託;投資型保險;類全委保單;Discretionary;Investment-oriented policy
    日期: 2016
    上传时间: 2017-08-24 23:37:18 (UTC+8)
    摘要: 近年來隨著人口結構與經濟環境之改變，投資型保險逐漸成為市場上主要的熱門商品，尤其是類全委保單。本文利用深度訪談法之方式，研究類全委保單在臺灣壽險市場的經營模式與銷售概況，瞭解投資型保險相關從業人員對類全委保單之看法，探討商品熱銷背後之後續問題產生，待未來問題發生時，能提供較良好的改善方式，最後提出具體建議供業界參考。

    根據本文之研究分析，提供四項結論作為探討類全委保險商品之參考：
    1.低利率環境、監理政策 為類全委商品興盛之主因
    2.專業代操與配息 為類全委商品包裝之主軸
    3.類全委保單之費用高於一般投資型保單
    4.類全委保單糾紛為銷售端之話術糾紛居多
    With the change of population structure and economic environment in recent years, investment-oriented policy has gradually become a popular commodity in life insurance marketing, especially discretionary investment-oriented policy. In this paper, we adopt the depth interview method to research the business model and the sales of discretionary investment-oriented policy in life insurance market in Taiwan. We also try to understand what insurance agents thought of discretionary investment-oriented policy, and discuss the situation when the investment-oriented policy becomes selling well products.

    According to our results, there are four conclusions of discretionary investment-oriented policy for insurers to consult. First, low interest of environment and the policy of insurance regulation are the main reason that why discretionary investment-oriented policy will become a popular commodity. Second, discretionary operation and policy dividend are the main items of discretionary investment-oriented policy packaging. Third, the premium income of discretionary investment-oriented policy is higher than other investment-oriented policy. Fourth, most of the dispute of discretionary investment-oriented policy is sales pitch.
    显示于类别:[風險管理與保險學系] 學位論文

    文件中的档案:

    档案 描述 大小格式浏览次数
    index.html0KbHTML180检视/开启

    在機構典藏中所有的数据项都受到原著作权保护.

    TAIR相关文章

    DSpace Software Copyright © 2002-2004  MIT &  Hewlett-Packard  /   Enhanced by   NTU Library & TKU Library IR teams. Copyright ©   - 回馈